SOUTHEASTERN ASSOCIATION OF TAX ADMINISTRATORS (EIN 237386985) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Principal Officer

CHARLES H HELMS

Phone

9196024447

Tax Period

2023-11-01 to 2024-10-31

SOUTHEASTERN ASSOCIATION OF TAX ADMINISTRATORS, founded in 1951, is a small nonprofit that reported $413K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 21% operating margin.

Mission

TO PROMOTE COOPERATION AND SHARING OF TAX ADMINISTRATION PHILOSOPHIES AMONG THE (12) SOUTHEASTERN STATES IN TAXATION AND TAX RELATED MATTERS THROUGH MEETINGS AND OTHER COMMUNICATIVE MEANS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $41,250

Program Service Revenue $368,393

Investment Income $3,508

Other Revenue $0

TOTAL REVENUE $413,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,230

Fundraising Expenses $0

Program Expenses $272,363

Other Expenses $297,161

TOTAL EXPENSES $324,391

Year-over-Year Comparison

	2023	2022	Change
Revenue	$413,151	$276,214	+0.5%
Expenses	$324,391	$377,135	-0.1%
Net Income	$88,760	$-100,921	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$22,083

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES H HELMS	EXECUTIVE DI	10.00	Officer	$22,083	$0	$22,083
MATT IRBY	PRESIDENT	1.00	Director	$0	$0	$0
HARTLEY POWELL	VICE PRESIDE	1.00	Director	$0	$0	$0
VERNON BARNETT	2ND VICE PRE	1.00	Director	$0	$0	$0
CHRIS GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
DR JIM ZINGALE	DIRECTOR	1.00	Director	$0	$0	$0
TOM MILLER	DIRECTOR	1.00	Director	$0	$0	$0
RONALD PENNY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GERREGANO	DIRECTOR	1.00	Director	$0	$0	$0
FRANK O'CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD NELSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES ALEX	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$413,151	$324,391	$548,619	$88,760
2023	$276,214	$377,135	$456,629	$-100,921
2022	$318,828	$254,262	$531,418	$64,566
2021	$292,392	$212,909	$478,338	$79,483
2019	$338,574	$314,619	$251,114	$23,955
2018	$301,759	$316,552	$227,159	$-14,793

SOUTHEASTERN ASSOCIATION OF TAX ADMINISTRATORS